Insights

Exploring the financial markets’ evolution

06/01/2023 Key Takeaways Non-synchronised nature of the business cycle A Fed pause bodes well for bond returns Historical trends suggest a stronger year for equities What do the financial markets and sci-fi thriller Jurassic Park have in common? The...

Recession Or Reorder: The Semantics And Reality Of Economic Slowdowns

06/01/2023 James Camp, CFA, Managing Director, Strategic Income, Eagle Asset Management* Economic history is replete with semantics regarding economic contractions. The Panic of the 1930s was euphemistically relabelled ‘the Great Depression’ by the...

Will The Outlook For Emerging Markets Brighten In 2023?

06/01/2023 Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways Emerging markets enjoyed a golden age during the first decade of the century, but this dissipated as headwinds built up. The COVID pandemic has...

2023: A Year Of Two Halves For Developed Markets

06/01/2023 Jeremy Batstone-Carr, European Strategist, Raymond James Investment Services Ltd* Key Takeaways Stock and government bond markets are sending differing signals regarding the outlook, reconciling this divergence will drive asset performance...

Investment Strategy Quarterly – January 2023

06/01/2023 The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: Letter from the Chief Investment Officer 2023: A year of two halves for developed markets Recession or reorder: The semantics and reality...

Mentorship: The kindness of critique

05/01/2023 The limits of kudos and the strength of honesty in mentorship   Kim Jenson is well aware of the impact mentorship can have on a career – it made all the difference in her own trajectory. She also knows that a good mentor is much more...

Driven by the mission

20/12/2022 Kim Jenson’s life and career have been testaments to the importance of perspective.   The lodestars of our lives are rarely unfading, our touchstones are rarely unmovable, and our big pictures are not glass-encased masterpieces but...

Setting 2023 Goals for Your Business? Consider These Ideas

14/12/2022 From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.   Embrace eco-conscious energy savings   Something as simple as subbing LED...

Owning your journey

08/12/2022 How following her interests, landed Karen Coyne, CFP®, here   Karen Coyne’s path to a career in financial services was anything but direct. “I’ve always been one to just follow my interests, even if they seem disconnected,” she says...

Restoring Credibility

30/11/2022 By Jeremy Batstone-Carr, European Strategist, Raymond James UK   “Never fear shadows. They simply mean there’s a light shining nearby” — Ruth E. Renkel Financial markets continued their revival from the early summer lows through...

Aligning specialised investments with values to create change

29/11/2022 Ask the right questions to pursue specific goals.   The world’s wealthiest are increasingly putting their money to work for the causes that are most meaningful to them. We see this in initiatives like the Giving Pledge, which more...

Advocacy anchored in humanity

23/11/2022 “You are your greatest asset. No one can take you away from you unless you let them.” That’s what Lazetta Rainey Braxton, CFP®, MBA, believes and she has acted accordingly throughout her life. In high school, Lazetta Rainey Braxton...

Budget Newsletter November 2022

18/11/2022 Our Budget Newsletter breaks down the Chancellor’s Autumn Statement, outlining what it means for our wealth managers and their clients and helping them to plan for the upcoming calendar year. Click to open Budget Newsletter PDF  ...

Give e-waste new life

16/11/2022 Old devices don’t have to add to the clutter. Here are some options for getting the most out of those electronics.   Today’s junk drawers are stuffed with last year’s smartphones and tablets along with webs of tangled cords. But...

Weekly Headings

11/11/2022 Key Takeaways Politics aren’t a key driver of the markets Volatility from a government shutdown is often short lived The Fed may end its streak of 75 basis points rate hikes As we celebrate Veterans Day, we acknowledge and express our...

Sustainability’s imprint on the business world

08/11/2022 As investors and consumers seek sustainability, companies transform their approach to solving some of the world’s biggest challenges.   Plastic straws and mini shampoo bottles are going the way of the dodo. Shoes and shirts are...
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